HC Financial Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.64M | Buy |
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|
2022
Q1 | $2.62M | Buy |
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|
2021
Q4 | $2.63M | Sell |
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|
2021
Q3 | $2.51M | Sell |
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|
2021
Q2 | $2.65M | Buy |
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|
2021
Q1 | $2.23M | Sell |
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|
2020
Q4 | $1.94M | Sell |
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|
2020
Q3 | $1.68M | Sell |
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|
2020
Q2 | $2.11M | Buy |
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|
2020
Q1 | $1.75M | Sell |
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|
2019
Q4 | $2.81M | Sell |
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|
2019
Q3 | $3.07M | Sell |
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|
2019
Q2 | $3.2M | Buy |
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|
2019
Q1 | $3.19M | Buy |
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|
2018
Q4 | $2.67M | Buy |
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|
2018
Q3 | $2.79M | Buy |
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|
2018
Q2 | $2.52M | Buy |
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|
2018
Q1 | $2.18M | Buy |
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|
2017
Q4 | $2.19M | Buy |
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